Thursday, April 11, 2013

Kyle Bass on Japan

Kyle Bass presentation, Coming Crisis in Japan, given to the University of Chicago Booth School of Business on March 3rd, 2013.

14:56 - The quantitative analysis that I go through is, in my opinion, irrefutable.  You can't even argue the numbers that I give you because the numbers are the numbers. What you can argue are the qualitative perceptions of the participants, and how they're likely to act going forward. . . . It's just a question of when. When does some qualitative input change the participants behavior? Because when that switch is flipped it happens all at once.